Dean Lombardo

As Founder and Principal of Effortless Engagement, Dean has experienced the financial services and advice industry from just about every angle - as an entrepreneur and owner of his own AFSL, senior corporate executive, trusted financial adviser, specialist consultant and author of numerous industry recognised publications.

All of this experience uniquely positions Dean as the advice industry’s foremost expert on creating value driven business models.

Throughout his career, Dean has helped transform some of Australia’s most successful advice businesses though a revolutionary perspective of the integration of advice, evaluating client progression and the principles behind exponential efficiency. 

Dean has developed and cultivated a unique and world leading method of evaluating client progression known as ‘Progress Based Financial Planning'. This takes a client’s long term aspirational plan and breaks it down into short term milestones across key strategic areas. These are then able to be measured to demonstrate tangible progression and help advisers deliver the true value of advice through client success.

Dean has given well over 200 presentations world-wide at some of the industry's most prestigious events. His sessions are rated 5 stars for a reason – they are practical, engaging and based on real world experiences. 

Today Dean leads a business which is at the forefront of client engagement and business transformation. Ultimately, Dean’s goal is to inspire people to find and live their purpose.